St. Louis Strategic Wealth Group

St. Louis Strategic Wealth Group is a longtime established and independent wealth services firm whose priority is to help individuals and business owners take control of their financial life to realize their dreams. Our firm collaborates in a team-based environment that brings together experienced advisors. Our goal is to provide superb wealth management to each of our clients by responding to individual needs and bringing balance to their overall financial spectrum. Our customer-centric philosophy lets our clients know that they can reach a qualified professional with a single phone call.


Key reasons to trust the advice and guidance of our team:

*We are 100% product independent and provide only objective and unbiased advice. We do not have any proprietary products that would create a conflict of interest, as is commonly found with other advisors. The benefit of our independence is that we are able to always put the needs of  our clients first and customize their experience.

*Our recommendations are driven by core fundamental and tested theories that produce very detailed financial plans for our clientele. Our clients are provided answers to their questions in a straightforward and clear format.

*We provide a high level of communication, including regular meetings with detailed written follow-ups so our clients are always apprised of their most current financial status.

*We pride ourselves on providing our clients with concierge service with every interaction. We are dedicated to the ongoing education of our clients and host multiple educational events each year. We take ethics seriously; professionalism, integrity, and objectivity are the foundation of our mission, where our client relationships are built on mutual trust, respect, and understanding.